See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 99 100 CORPORATE PKWY · AMHERST, NY 14226 | Other Fees | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,593 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 64 · EIN 82-1434504 | Recordkeeping Fees | $2,294 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,341 | $122,239-67.8% | $184,200-78.6% | $74,546-47.2% |
| Participation rate | 82.5% | 85.5%-3.0pp | 86.8%-4.4pp | 67.2%+15.2pp |
| Annual return | 3.86% | 19.95%-16.1pp | 28.80%-24.9pp | 1366.03%-1362.2pp |
| Employer contribution / active EE | $1,113 | $4,537-75.5% | $6,424-82.7% | $2,624-57.6% |
| Participant deferral / active EE | $2,774 | $7,139-61.1% | $9,132-69.6% | $4,347-36.2% |
| Admin fee / account holder | $109 | $1,260-91.3% | $13,907-99.2% | $1,944-94.4% |